VUSRX Mutual Fund

VUSRX Mutual Fund

NAV$9.68
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Fund Essentials - as of Mar 31, 2026

Net Assets
-
Expense Ratio
1.14%
Dividend Yield (Current)
3.05%
Holdings
644
Inception Date
May 15, 2020
Fund Family
Invesco (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD-0.61%
1 Year+3.43%
3 Year+3.61%
5 Year-0.50%
10 Year+0.76%

Asset Allocation

Bonds: 99.71%
Cash: 0.29%
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Top Holdings

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TickerNameWeight
-Ginnie Mae Ii Pool 2.00 4/1/20563.87%
-Ginnie Mae Ii Pool 2.50 4/1/20563.46%
-Fannie Mae Or Freddie Mac 6.00 4/1/20563.21%
-Ginnie Mae Ii Pool 5.00 4/1/20563.18%
-Ginnie Mae Ii Pool 5.50 4/1/20563.05%
Top 10 Concentration: 27.85%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
3.05%
Frequency
Monthly
Latest Distribution
$0.03
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

VUSRX Mutual Fund Overview

VUSRX Mutual Fund (Invesco Quality Income Fund Class R) is managed by Invesco (US). VUSRX expense ratio is 1.14%, holding 644 positions across various sectors. Inception date: 2020-05-15.

VUSRX performance shows a YTD return of -0.61%. The 1-year return is 3.43% and the 5-year return is -0.50%. VUSRX dividend yield stands at 3.05%, paid monthly.

VUSRX top holdings include Ginnie Mae Ii Pool 2.00 4/1/2056 (3.9%), Ginnie Mae Ii Pool 2.50 4/1/2056 (3.5%), Fannie Mae Or Freddie Mac 6.00 4/1/2056 (3.2%), Ginnie Mae Ii Pool 5.00 4/1/2056 (3.2%), Ginnie Mae Ii Pool 5.50 4/1/2056 (3.0%). Go to all VUSRX holdings, VUSRX sectors, or VUSRX dividends.

VUSRX can be compared against other funds. Use VUSRX overlap to find shared positions, or VUSRX vs another fund for a side-by-side view. VUSRX alternatives are available via the screener, along with tax-loss harvesting opportunities.